Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Southern Co as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,367
- +130 vs. Q4 2025
- Shares held
- 789.7M
- +114.7M (+17.0%) vs. Q4 2025
- Total value
- $76.2B
- +$17.3B (+29.4%) vs. Q4 2025
- New holders
- 228
- 985 more added
- Sold out
- 98
- 782 more reduced
36 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 307,078 | $29.6M | 0.10% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 313,346 | $30.2M | 0.09% | +32,931+11.7% | Added |
| Aventail Capital Group, LP | 319,217 | $30.8M | 1.49% | −264,456−45.3% | Reduced |
| Fifth Third Bancorp | 331,950 | $32.0M | 0.06% | +225,327+211.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 333,199 | $32.2M | 0.07% | −7,287−2.1% | Reduced |
| Warren Averett Asset Management, LLC | 335,427 | $32.4M | 0.24% | +1,070+0.3% | Added |
| Bollard Group LLC | 340,141 | $32.8M | 1.00% | +18,101+5.6% | Added |
| GW Henssler & Associates Ltd | 343,371 | $33.1M | 1.56% | +4,828+1.4% | Added |
| Toronto Dominion Bank | 350,492 | $33.8M | 0.07% | −41,074−10.5% | Reduced |
| MML Investors Services, LLC | 351,226 | $33.9M | 0.09% | −35,041−9.1% | Reduced |
| D. E. Shaw & Co., Inc. | 359,500 | $34.7M | 0.03% | +29,098+8.8% | Added |
| Kestra Advisory Services, LLC | 363,726 | $35.1M | 0.13% | +21,977+6.4% | Added |
| CIBC Bancorp USA Inc. | 366,004 | $35.3M | 0.05% | +366,004 | New |
| Southern Financial Group, LLC | 367,879 | $35.5M | 9.92% | −3,087−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 369,451 | $35.8M | 0.06% | +2,582+0.7% | Added |
| State of New Jersey Common Pension Fund D | 375,655 | $36.3M | 0.14% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 376,631 | $36.4M | 0.14% | +22,888+6.5% | Added |
| AQR Capital Management LLC | 380,590 | $36.5M | 0.02% | +143,612+60.6% | Added |
| Aptus Capital Advisors, LLC | 381,106 | $36.8M | 0.31% | −10,139−2.6% | Reduced |
| Janney Montgomery Scott LLC | 383,517 | $37.0M | 0.09% | +9,648+2.6% | Added |
| EP Wealth Advisors, LLC | 385,144 | $37.2M | 0.18% | −5,736−1.5% | Reduced |
| Cahaba Wealth Management, Inc. | 389,578 | $37.6M | 2.55% | +49,881+14.7% | Added |
| Capital International Inc | 392,539 | $37.9M | 0.29% | −130,935−25.0% | Reduced |
| Gabelli Funds LLC | 397,602 | $38.4M | 0.26% | −600−0.2% | Reduced |
| Mackenzie Financial Corp | 399,041 | $38.5M | 0.05% | +192,458+93.2% | Added |
| Sanctuary Advisors, LLC | 402,801 | $38.9M | 0.21% | +34,768+9.4% | Added |
| US Bancorp | 409,864 | $39.6M | 0.05% | −9,978−2.4% | Reduced |
| Nomura Asset Management Co Ltd | 417,828 | $40.3M | 0.10% | +16,057+4.0% | Added |
| TD Asset Management Inc | 418,139 | $40.4M | 0.03% | +10,656+2.6% | Added |
| Calamos Advisors LLC | 420,625 | $40.6M | 0.16% | +223,978+113.9% | Added |
| Renaissance Technologies LLC | 431,600 | $41.7M | 0.07% | −1,081,800−71.5% | Reduced |
| Standard Life Aberdeen plc | 441,259 | $42.6M | 0.07% | +10,464+2.4% | Added |
| Resona Asset Management Co.,Ltd. | 444,115 | $42.9M | 0.21% | +7,476+1.7% | Added |
| Public Employees Retirement System of Ohio | 446,060 | $43.1M | 0.14% | +1,307+0.3% | Added |
| Edgar Lomax Co | 448,070 | $43.2M | 3.08% | +207,375+86.2% | Added |
| OpenArc Corporate Advisory, LLC | 451,455 | $43.6M | 0.62% | +7,751+1.7% | Added |
| Mariner, LLC | 454,160 | $43.8M | 0.05% | +17,603+4.0% | Added |
| Millennium Management LLC | 458,458 | $44.3M | 0.03% | +255,764+126.2% | Added |
| Quantinno Capital Management LP | 459,563 | $44.4M | 0.07% | +120,316+35.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 466,295 | $44.8M | 0.10% | −215,647−31.6% | Reduced |
| Van Eck Associates Corp | 465,167 | $44.9M | 0.03% | +18,833+4.2% | Added |
| Treasurer of the State of North Carolina | 471,752 | $45.5M | 0.14% | +10,047+2.2% | Added |
| Zurich Insurance Group Ltd | 474,841 | $45.8M | 0.36% | +474,841 | New |
| Cambridge Investment Research Advisors, Inc. | 477,034 | $46.0M | 0.12% | +16,782+3.6% | Added |
| CIBC Asset Management Inc | 507,531 | $49.0M | 0.12% | +11,178+2.3% | Added |
| Asset Management One Co.,Ltd. | 518,268 | $50.0M | 0.15% | +358+0.1% | Added |
| SEI Investments Co | 533,959 | $51.5M | 0.05% | +117,227+28.1% | Added |
| Magellan Asset Management Ltd | 545,545 | $52.7M | 0.68% | +94,933+21.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 546,448 | $52.7M | 0.15% | −15,886−2.8% | Reduced |
| DnB Asset Management AS | 547,110 | $52.8M | 0.19% | +60,967+12.5% | Added |
| The PNC Financial Services Group, Inc. | 547,233 | $52.8M | 0.03% | +34,237+6.7% | Added |
| Advisor Group Holdings, Inc. | 550,002 | $53.1M | 0.08% | −11,258−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 559,876 | $54.0M | 0.03% | +445,652+390.2% | Added |
| 1832 Asset Management L.P. | 565,262 | $54.6M | 0.07% | −139,801−19.8% | Reduced |
| Vaughan David Investments LLC | 581,376 | $56.1M | 1.19% | −4,145−0.7% | Reduced |
| National Bank of Canada | 584,138 | $56.4M | 0.06% | −49,979−7.9% | Reduced |
| Clark Capital Management Group, Inc. | 585,007 | $56.5M | 0.35% | −268,488−31.5% | Reduced |
| Investment Management Corp of Ontario | 586,932 | $56.7M | 0.73% | +491,887+517.5% | Added |
| Creative Planning | 589,557 | $56.9M | 0.04% | +108,521+22.6% | Added |
| State of Wisconsin Investment Board | 589,669 | $56.9M | 0.13% | +19,542+3.4% | Added |
| Capital Fund Management S.A. | 597,740 | $57.7M | 0.52% | +268,309+81.4% | Added |
| Sterling Capital Management LLC | 599,454 | $57.9M | 1.10% | +82,942+16.1% | Added |
| Assenagon Asset Management S.A. | 608,785 | $58.8M | 0.09% | +531,306+685.7% | Added |
| Great West Life Assurance Co | 630,383 | $61.0M | 0.11% | +6,732+1.1% | Added |
| Capital Investment Advisors, LLC | 640,200 | $61.8M | 0.90% | +4,884+0.8% | Added |
| APG Asset Management N.V. | 745,401 | $62.4M | 0.20% | −9,384−1.2% | Reduced |
| Fort Washington Investment Advisors Inc | 652,169 | $62.9M | 0.35% | +23,941+3.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 686,927 | $66.0M | 0.11% | +31,117+4.7% | Added |
| Schroder Investment Management Group | 682,724 | $66.2M | 0.05% | +351,264+106.0% | Added |
| Cohen & Steers, Inc. | 691,562 | $66.8M | 0.12% | 00.0% | Unchanged |
| Victory Capital Management Inc | 703,486 | $67.9M | 0.04% | +30,684+4.6% | Added |
| Old Republic International Corporation | 711,900 | $68.7M | 2.73% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 734,266 | $71.0M | 0.21% | +12,695+1.8% | Added |
| Macquarie Group Ltd | 740,742 | $71.5M | 0.43% | −4,289−0.6% | Reduced |
| First Trust Advisors LP | 742,958 | $71.7M | 0.05% | −77,189−9.4% | Reduced |
| Cbre Clarion Securities LLC | 745,127 | $71.9M | 1.07% | +560,445+303.5% | Added |
| Welch Group, LLC | 782,791 | $75.6M | 2.84% | +3,531+0.5% | Added |
| Jones Financial Companies LLLP | 792,024 | $75.7M | 0.04% | +604,372+322.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 794,154 | $76.7M | 0.19% | +4,002+0.5% | Added |
| Cetera Investment Advisers | 798,489 | $77.1M | 0.08% | +33,363+4.4% | Added |
| ExodusPoint Capital Management, LP | 834,955 | $80.6M | 0.80% | +258,055+44.7% | Added |
| Korea Investment CORP | 840,022 | $81.1M | 0.17% | −82,539−8.9% | Reduced |
| New York State Teachers Retirement System | 864,770 | $83.5M | 0.17% | +82,300+10.5% | Added |
| Qube Research & Technologies Ltd | 866,507 | $83.6M | 0.12% | +174,843+25.3% | Added |
| Commonwealth Equity Services, LLC | 890,580 | $86.0M | 0.12% | +1,826+0.2% | Added |
| Citadel Advisors LLC | 894,897 | $86.4M | 0.06% | +502,837+128.3% | Added |
| Alliancebernstein L.P. | 1,045,460 | $91.2M | 0.03% | −37,980−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 960,839 | $92.7M | 0.17% | −4,017−0.4% | Reduced |
| Truist Financial Corp | 971,154 | $93.7M | 0.13% | +33,099+3.5% | Added |
| BNP Paribas Arbitrage, SA | 1,032,812 | $99.7M | 0.07% | −393,855−27.6% | Reduced |
| Zacks Investment Management | 1,037,477 | $100.1M | 0.80% | −9,814−0.9% | Reduced |
| GWM Advisors LLC | 1,039,273 | $100.3M | 0.36% | −126,421−10.8% | Reduced |
| Capital Advisors Inc | 1,039,289 | $100.3M | 1.61% | +38,925+3.9% | Added |
| New York State Common Retirement Fund | 1,051,575 | $101.5M | 0.14% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,055,529 | $101.9M | 0.09% | −9,820−0.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 1,070,491 | $103.3M | 0.30% | +1,070,491 | New |
| Duff & Phelps Investment Management Co | 1,073,294 | $103.6M | 1.08% | −164,923−13.3% | Reduced |
| Russell Investments Group, Ltd. | 1,123,642 | $108.5M | 0.12% | −130,495−10.4% | Reduced |
| Natixis Advisors, L.P. | 1,146,471 | $110.7M | 0.15% | +113,781+11.0% | Added |
| Squarepoint Ops LLC | 1,177,177 | $113.6M | 0.24% | −1,326,343−53.0% | Reduced |